RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.14B
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.23B
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$71M
2
+$24.7M
3
+$14.1M
4
AAPL icon
Apple
AAPL
+$10.9M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$7.72M

Top Sells

1
+$68.3M
2
+$36.5M
3
+$33.9M
4
MP icon
MP Materials
MP
+$10.5M
5
MO icon
Altria Group
MO
+$4.42M

Sector Composition

1 Technology 11.71%
2 Financials 6.89%
3 Healthcare 5.11%
4 Consumer Discretionary 4.95%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.65M 0.07%
21,916
+14,251
177
$1.65M 0.07%
11,618
+3,049
178
$1.63M 0.07%
121,948
+3,085
179
$1.63M 0.07%
23,888
-2,583
180
$1.62M 0.07%
23,938
+724
181
$1.61M 0.07%
5,618
+379
182
$1.59M 0.07%
6,072
+518
183
$1.59M 0.07%
160,973
+14,037
184
$1.58M 0.07%
3,099
+332
185
$1.58M 0.07%
27,515
-3,063
186
$1.58M 0.07%
38,448
+16,446
187
$1.58M 0.07%
6,416
+2,713
188
$1.58M 0.07%
15,092
-50
189
$1.57M 0.07%
16,253
-2,044
190
$1.57M 0.07%
29,278
+1,275
191
$1.54M 0.07%
28,202
+1,503
192
$1.54M 0.07%
81,845
-100
193
$1.53M 0.07%
37,255
-22,164
194
$1.52M 0.07%
17,354
-6,062
195
$1.51M 0.07%
3,855
-97
196
$1.51M 0.07%
91,755
+180
197
$1.5M 0.07%
86,581
-2,222
198
$1.47M 0.07%
13,213
+5,126
199
$1.47M 0.07%
10,585
+304
200
$1.46M 0.07%
5,350
+174
6 7
8
9 10